INES CRM by Efficy: Leader in cloud-based CRM for SMEs in B2B

Review INES CRM by Efficy: Leader in cloud-based CRM for SMEs in B2B - Appvizer

INES, leader in cloud-based CRM

Founded in 1999 in Lyon France, INES is the first cloud  / SaaS CRM solutions French company. INES is an editor and integrates both solutions. It keeps its leadership position and it is one of the main CRM players both in France and internationally (Spain, Mexico, Canada, Uruguay, Brazil, Italy, Switzerlandd, Germany, Morrocco). Its datacenters are located in Switzerland and France what aims at assuring your data protection.

INES, Customer relationship management solution conceived for B2B

INES solutions provide expert tools for B2B companies, (INES doesn´t manage B2C type of issues). INES provides tools for SMEs, Small and Middle-Sized industries and small-sized enterprises (5 to 500 users), no matter their business sector. 

Some of its clients: Groupe Actual, BPI Group, Coved, Dalkia, Nikon, Sineu Graff, Infotel, Visconti, Octime, Cybercité, Brioude Internet, Co-efficience ...  

INES, collaborative solutions at your customer relationship service

INES isn´t just a simple solution editor, but provides comprehensive customer follow-up throughout the different stages of your customer relationship management and development strategy. INES offers module-based solutions that adapt to each contributor´s needs in your structure. Contact us to learn more about our solutions and business proposition.    


     INES.Contact manager: Manage your current clients and prospects efficiently

- Contact management and activities, personal and collaborative calendar, email synchronization, agenda, contacts and tasks for Microsoft and Google environments, task and event management.

     INES.Sales: Boost your sales

- Quotation creation and sending, scoring, opportunity and business management, asset and contract management,  sales reporting and sales processes in general (workflow).

     INES.Customer: Turn clients into ambassadors

- Hotline service management, claim management, contract follow-up, planning and staffing, project management, customer service reporting, project management reporting, web portal. 

     INES. Marketing: Identify more and better leads

- Lead generation and management, database segmentation, target and goal creation, emailing and phoning campaign development, emailing tracking and result analysis.

     INES.ERP : Gestione y dirija íntegramente la actividad comercial de

INES.ERP: Manage and direct your business activity in a comprehensive way

- Business analysis and reporting, quotation and order management, purchase and stock management, billing and collection management, treasury and contract management, integration with your accounting

Editor: INES

Strengths of INES CRM by Efficy

  • Certifications: Anti-fraude, GDPR

INES CRM by Efficy demo and screenshots

INES.Sales: Commercial Pipeline INES.Contact Manager: Corporate Management INES.Contact Manager: contact management INES CRM-autour de moi contact manager INES CRM-lead manager INES CRM-rsz_1pipeline INES CRM-automation contact

INES CRM by Efficy customers


Other features of INES CRM by Efficy

See all the features

INES CRM by Efficy pricing and features

Plans & Pricing

INES.Contact Manager
25 /month /user
55 /month /user
Contact us
Contact us


Accounting Data Export
Accounting Entries
Cash Flow Management
Custom Charts
Custom Queries
Data Import/Export
Queries Designer
Objectives Management
Shared Dashboards and Reports
Billing & Invoicing
Asset Management
Custom Invoices
Delivery Note
Discount Management
Invoice ID Management
Late Payment Reminder
Multiple VAT Rates
Payment Follow-Up
Purchase Order
Quote to Invoice Conversion
Recurrent Billing
Appointment Scheduling
Create Tasks by Email
Group Management
Meeting Management
Meeting Report
News Feed
Note Taking Management of a task list and note-taking
Shared Calendars
Surveys and FAQ
Task Management
Chat Box / Instant Messaging Live discussion via a Webchat
Contact Manager Search and organization application for professionnal contacts
VoIP Calls Phone conversations
Notifications Email, sms, or pop-up window that alerts you of an action
SMS Short Message System
Web Mail (Email Management) Sending and receiving emails
Customer Support
Case Management
Customer Interface
Help Desk
Document Management
Add Document from Email Transfer an email to the appllication to add a new document
Document Library
Document Sharing (Files)
Document Templates
Email document as an attachment
Full Document Search
Shared Folders
Expense Validation process
Expenses Input
Marketing Automation
Population Targeting Segmentation & profiling
Campaign Scheduling
Campaigns Management
Campaigns Reports Clics, ROI
Email Designer/Builder Drag & Drop / WYSIWYG email editor
Email Templates
Email Tracking
Mass Email
Opt-out / Unsubscribe Management
People Management
Activity monitoring
Breaks (paid and not paid)
Holidays Management
Leave Management
Time Estimation
Working Time Management
Catalogue / Price Book
Contract Management
Goods / Items Management
Inventory Management
Linking Purchases to Project
Purchasing Follow-up
Supplier Invoice Management
Supplier Order Management
Suppliers Management
Project Management
Project Portfolio (PPM)
Project Templates
Projects Overview / Follow Up
Task Planning Tasks roll out in order to organize the project
Sales Force Automation
Access to a Collaborative Database of BtoB Contacts Source of targeted contacts that can be used for sales purpose
Account Management Management of company information
BtoB Approach
Calls Management On-screen display of information related to an incoming call
Contact Management Editing and follow-up of contacts for a given company
Customer Geolocation Location of individuals or companies on a map
Events History and Follow-Up Account Activity & History
Segments / Populations Possibility to group contacts by type
Standardized Mail Allows you to save an email as a standardized response and use it over and over again
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Custom Quote
Customer Portfolio Groups of customers
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead Scoring Prospect qualification
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Quote Proposal Avoidance
Route Optimization
Sales Process and Pipeline Customer life cycle management
Sales Report Conversion rate, team performance, best sales
Salespeople Management
Sales Script Display of the sales script in the input area
Input/Output Management Input and output


Integration & Interoperability
API, Web Service Restful APIs
Linux OS
Mac OS
Social Networks Integration
Website (plugin, form)
Windows OS
Mobile App
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Daily Backups
Geographic Data Redundancy
SFTP SSH File Transfer Protocol or Secured File Transfer Protocol
Secure Sockets Layer (SSL)
Strict Internal Access Controls
Total Data Reversibility
Configuration Support
Help Desk (Phone, Email, Ticket, Chat)
Knowledge Base (tutorials, demos)
On-site Training
Online Training (Webinar)

Data hosted in the following countries: Switzerland, France

Integrations INES CRM by Efficy

What Is a SaaS Customer Journey, and Why and How Is It Important for Businesses?
With the evolution of social media, technology, it is important for a company to be present on all platforms in order to not only generate leads but also create the best customer service. Which is why SaaS customer journey was to created to better understand the customer, not only for his clicks but for his emotions as well. It turns that data into a more human experience.
The importance of customer visits: Tools & tips
Want customer loyalty? Don't miss out on customer visits, the important and beneficial tool you need to keep lasting relationship with your customer. Tips will guide you from the what, how, preps and finally to deals guaranteed.

Alternatives to INES CRM by Efficy

Find alternatives to INES CRM by Efficy